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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Marble joins from Private Advisor Group, where he was head of business development and advisor growth and engagement.

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Top Strategies for Registered Investment Advisor Marketing

Midstream Marketing

Introduction In today’s changing finance world, registered investment advisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. A strong brand identity works like a magnet.

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$27B Choreo Taps Former Edelman Exec as CEO

Wealth Management

Boston-Area RIA by Diana Britton Jul 1, 2025 2 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

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₹1.4 Lakh Cr IPO Pipeline: Top 6 companies that are coming up with an IPO in 2025

Trade Brains

RBI requires all such NBFCs to be listed within three years, making the September 2025 deadline crucial for compliance. Karamtara Engineering Limited Karamtara Engineering is launching a ₹1,750 crore IPO, comprising a ₹1,350 crore fresh issue and a ₹400 crore offer for sale. crore shares. The face value is ₹10 per share.

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Tales from the Dark Side

The Big Picture

Doing this puts the probabilities more on their side, with the bonus that fewer regulatory headaches, legal liability, and compliance issues occur – they more or less go away if you manage this kind of model properly. Now if only the Sell-side would get religion about fiduciary standards, I would stop hating on them so much.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Rob Nance, CEO and co-founder of Dispatch, a self-described data orchestration firm that helps advisory shops manage their data, talked with Chris Cook, the founder of a technology consultancy called Obsydian, who had spent almost nine years as a systems engineer at Mariner. Number 8860726.